Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: TwoBear who wrote (7346)	5/28/1999 1:12:00 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78625

I've been mucking around in this area for awhile. Companies with exposure to PPS are in various stages of distress. Some like VC are on the brink of bankruptcy. The gov't is becoming aware that the changes have had more impact than they had anticipated and is very concerned about the level of patient care is deteriorating...they've issued an advisory to states to watch for this. Soon one or more big ones are going to go bust...VC is behind in interest in bonds that are currently trading at default level pricing. The aftermath of one ore more bankruptcies may catalyze change in the PPS and prompt some bailout considerations. As Jeff Bash has mentioned, depending on gov't programs isn't the most marvelous business model. Longer term the aging population increases demand and polititions that want to get or stay elected work with the players to fix the system. Here's a link to a mix of various companies in related category: quote.yahoo.com